See new contact budgets in your working currency
Understand a prospect's budget at a glance, even when they share it in another currency.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Why this helps
A promising contact's budget is easy to misjudge when you have to stop and look up an exchange rate.
- Review new prospects without switching tools for a currency lookup.
- Keep the original amount and converted estimate together in the run report.
- Use the exchange rate returned at conversion time.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to find a budget and its currency in a new contact, convert it to your working currency, and report the original and converted amounts; specify your working currency in the instruction.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that includes a budget and currency.
Questions about this workflow
What if the contact does not include a budget?
Tell Notis to report that the budget or currency is missing instead of guessing an amount.
Can it convert to a currency I choose?
Yes. Name the destination currency in your instruction, provided CurrencyScoop supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to CurrencyScoop. A trigger fires from one place; an action lands in another.
Hubspot triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
Contact Created Trigger
Contact Created Trigger
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
Connect any two apps with Notis in the middle.
Hubspot and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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